Anna Sandall

Anna offers personalized investment planning for individuals, families, and institutions. She is committed to helping clients achieve their financial goals through thoughtfully developed investment strategies tailored to their risk tolerance and long-term objectives. Each investment plan includes portfolio construction, review, and ongoing refinement to support each client’s evolving needs. Prior to joining Wells Fargo Advisors, Anna worked at a private wealth management firm and as a practicing Trusts & Estates attorney. Although no longer practicing law, her knowledge of tax planning and risk management techniques helps her serve clients with complex financial situations and multi-generational planning needs. She frequently works with families and business owners to facilitate smooth wealth transfer. In addition to her Bachelor's Degree from Hastings College, Anna earned a Juris Doctorate from Ave Maria School of Law in Naples, Florida and a Master of Law (LL.M.) in Taxation from the University of Missouri - Kansas City School of Law. Wells Fargo Advisors is not a legal or tax advisor. However, its Financial Advisors will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.